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Katharine Marshall Huntington

Fiduciary Trust International, LLC

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About Katharine Marshall Huntington

Katharine Huntington is an investment advisor representative with Fiduciary Trust International, LLC. Katharine is based in Lincoln, MA and has been in the industry since 2009. Katharine is registered with the state of Massachusetts as an investment advisor representative. Katharine has passed the Series 65, Series 7TO, Series 24, and the SIE exams. Katharine specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Katharine is also a board member of the Becket Chimney Corners YMCA, where she assists with managing the organization's endowment.

Firm Information

Katharine Huntington is currently registered with Fiduciary Trust International, LLC. Fiduciary Trust International, LLC is an investment advisor based in Lincoln, MA. They manage over $6.32 billion in assets for 469 clients. The firm provides financial planning, portfolio management, and selection of other advisors for individual, business, and institutional clients. Their client base primarily consists of high-net-worth individuals and institutional clients, managing $4.7 billion and $947 million in assets respectively.
Fiduciary Trust International, LLC

55 OLD BEDFORD RD

LINCOLN, MA 01773

$6.32B

Assets Under Management

1

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Katharine Huntington’s Registration & Firm History

MA

05/12/2009 - Present

Fiduciary Trust International, LLC (LINCOLN MA)

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Licenses & Designations

IA

Issued 05/08/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/26/2024

Series 24 - General Securities Principal Examination

BC

Issued 12/12/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/20/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katharine Marshall Huntington.
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